Microsoft Dynamics 365 Marketing - ClickDimensions Advanced full course - Presentation
Download as PPTX, PDF1 like296 views
The document is a comprehensive guide by Daniel Salter on using ClickDimensions within Microsoft Dynamics 365 for email marketing campaigns. It covers the creation of subscription lists, email templates, and marketing lists, along with steps to manage unsubscribes and analyze email performance metrics. Additionally, it includes optional topics such as landing page creation, surveys, and nurture programs for automated marketing processes.
![Adding Custom Merge fields
Adding custom entity data into an Email Template
The Format Required to pull data from a different
${Recipient.lead.firstname[0]!""}
Full information in the link below
http://blog.clickdimensions.com/2011/10/merge-any-custom-or-standard-entity-
data-into-clickdimensions-emails.html
Format in Email Template for Event Entity
${Recipient.event.adx_startingdate[0]!""} - The Events Start Date
${Recipient.event.adx_name[0]!""} – The Event Name
Part 1
Daniel Salter – Serversys Ltd](https://image.slidesharecdn.com/clickdimensions-advanced-180503131124/85/Microsoft-Dynamics-365-Marketing-ClickDimensions-Advanced-full-course-Presentation-26-320.jpg)
Microsoft Dynamics 365 Marketing - ClickDimensions Advanced full course - Presentation
- 1. ClickDimensions (Advanced-Full Course) 11/09/2017 – by Daniel Salter Learn how to use the comprehensive Microsoft Dynamics 365 Marketing Solution
- 2. Contents 1. What is a Subscription Lists and how to do create one? 2. Creating a place for a recipient to unsubscribe from your emails(Subscription Management) 3. How to create a Dynamic and Static Marketing List 4. How to create an Email Templates 1. Block Editor 2. Drag and Drop Editor 5. How to send an email using Email Send using above ingredients 6. How well did the email do? Views / Clicks / Opens in the Email Send 1. Dashboards 2. Report and Email Stats on Email Send 7. Viewing a Contacts unsubscribe record Daniel Salter – Serversys Ltd
- 3. Sending an Email – Process Breakdown This is a 4 step process which consists of the following components:- 1. Creating a Subscription List and a apply a Marketing List to it 2. Create the Email Send 3. Apply Marketing List to Email Send 4. Adding an Email Template Daniel Salter – Serversys Ltd Please Note This is a an overview of the whole product and creating Subscription Lists and Email Templates are generally a one of and not something you will have to do during each email campaign
- 4. What is a Subscription List? • A Subscription List could also be known as the “Type” of email you are sending • You associate your marketing lists with these, and then people of choose to opt out of those “Types” of Email. • A Subscription List lets people opt out of specific types of emails you are sending to them. Daniel Salter – Serversys Ltd
- 5. Subscription Management A Subscription List filters down any unsubscribes down to the Marketing lists When sending an email to a Marketing List, if they have unsubscribed the recipient will not receive the email Even if they are a member of the marketing list When you press send on an email ClickDimensions checks to see if anybody in the Marketing List(s) has unsubscribed by going through the Subscription List You can see the unsubscribes against the Subscription List Settings >> Subscription Lists >> New. Daniel Salter – Serversys Ltd
- 6. Subscription Designer Drag and Drop Lists and Components into the Page Here you are setting up what the user will see when they load the form As you can see you can add subscription lists and then the email address. It is crucial to add the email address because this associates the users email with their preferences. And if the email is forwarded on and someone else were to fill in that information means we can identify who they are. Within the HTML Component you can add content e.g. Images (logo’s) or Text Daniel Salter – Serversys Ltd
- 7. Creating A Subscription Management Page Settings >> Web Content >> Create New Type: Subscription Choose domain: this means the link sent to the recipient will include your branding. Create new Visitor: e.g. if someone clicks on the link that is not already in CRM they are either created as a Lead or Contact depending on your choice. Campaign: Associate it with an existing Campaign Any posted subscription or subscription preference record will be associated with that campaign Auto Responder Auto Responder Email: Once you have received a preference from them it will auto fire off an email template to them of your choice. Subject: Give the auto email a subject This is an older version, and can be configured in the Designer itself. Daniel Salter – Serversys Ltd
- 8. Subscription Actions These will happen once the user has submitted the above page You can add recipients to Marketing List for example So that they are auto added to a Marketing List Or use remove from Marketing List You could create a follow up, which will be an activity of Task or Phone call Daniel Salter – Serversys Ltd
- 9. Subscription Action Types Email Notification for User or Team, someone updated their preferences and sends to appropriate user Create Campaign Response, their response would then connect to the campaign you associated with it Auto Responder, this will give an auto response to a user that submits the page You would need to have setup an email template for this Confirmation Text on main form ribbon, gives text and images once setup or you can use Post Redirect if you select this they will not see your confirmation text Daniel Salter – Serversys Ltd
- 10. Subscription Designer Page (cont.) Embed option on Ribbon This is so that when you send an Email you can embed the link to this page which will direct users here update their preferences Here you can add your own Custom URL (cannot include capital letters) or Embed it as a Link If you would like to embed this page on your website you can use the code in Embed as Iframe (does not use styling of your webpage) or Embed as Widget (does use styling of your webpage due to the JavaScript) Preview: In here you can click on a live version of the page to see how it looks and works, within Embed as Link If you then test the page, by enter the details (your preferences and email address), if you then go to Marketing >> Posted Subscriptions Daniel Salter – Serversys Ltd
- 11. Creating a Marketing List A Marketing List is a list of people of whom you wish to send the Marketing Campaign to There are 2 types of Marketing Lists 1. Static: Adding people manually to it 2. Dynamic: Creating a set criteria to send the Marketing List to using Advanced Find This is quite straight forward and utilises MS CRM’s standard functionality. This can either be done directly in an Email Send or within entity Marketing >> Marketing Lists Daniel Salter – Serversys Ltd
- 12. Creating an Email Send This is the hub of any Marketing Campaign when using ClickDimensions Here you pick the Marketing List The Email template that we are going to use. You can edit an existing Email Template or create a new one using the various editors available Block Editor Drag and Drop Custom HTML Freestyle Daniel Salter – Serversys Ltd
- 13. Email Template – Block Editor Straight forward and easy to manipulate Can add custom blocks and doesn’t require to much coding Choose layout Right click to change content in Block Cannot edit header There is some ability to change HTML content. Daniel Salter – Serversys Ltd
- 14. Email Template - Drag and Drop - Editor Visual Editor Cannot edit drop and drop using HTML as user has no access Easiest one to use Mobile responsive, auto resize to fit screen. Daniel Salter – Serversys Ltd
- 15. Email Statistics This unit covers how ClickDimensions records information about how users interact with the email you sent them. From viewing data on the Campaign you sent out to viewing globally and against an Individual. After you’ve sent your email, you will be able to see statistics and events. You can see Sent Emails under Marketing > Email Marketing > Sent Emails for a global view and in the Sent Email Send for the messages generated by that Email Send. Daniel Salter – Serversys Ltd
- 16. Email Statistics (cont.) Every time you send an email via an Email Send record, ClickDimensions creates a Sent Email record for each recipient who was sent an email. In these Sent Email records, you are able to see how many times the recipient opened an email, how many times the recipient clicked on a link in the email, and more. We also score the recipient based on how many times he/she clicked on a link in the email. The default value for each click is 10, but can be changed in Score Settings. Email Blocks: Soft bounce and hard bounce http://help.clickdimensions.com/excluded-emails/ http://blog.clickdimensions.com/2016/05/3-ways-to-determine-why-an-email-address- was-blocked.html Daniel Salter – Serversys Ltd
- 17. Additional Learning (optional) The next slides cover Creation of Landing Pages Creating Surveys Nurture Programs (Drip Marketing ) Creating Fields and Forms Mail Merging with a Custom Entity Daniel Salter – Serversys Ltd
- 18. Landing Pages Settings >> Web Content >> New >> Type: Landing Page Landing pages can be used in Marketing Campaigns, and can hold information about it. These can include embedding forms and surveys. You can embed landing pages within your emails. Further information about creating Landing Pages and embedding them within your emails can be found at http://help.clickdimensions.com/landing-pages/ You can design with Freestyle Editor or Block Editor. The Editors work the same way as the Email Template editors. To Embed Landing Pages into Email Templates add in HTML Editor. Daniel Salter – Serversys Ltd
- 19. Creating Surveys Settings >> Web Content >> Type: Survey >> Design These are used to collect information on any feedback that a customer has, and fields for the surveys cannot be mapped to a Lead or Contact record. Surveys can be split across multiple pages, and can give you at the end a customer rating. They can also be setup Skip Logic, so different users can choose different paths of the Survey depending on their answers. Surveys can be added to your emails and web pages. Daniel Salter – Serversys Ltd
- 20. Creating Survey Questions You can create these from the new Surveys directly or Settings >> Survey Questions There are various types of questions inc. Checkbox, Multiple Choice and Options. When a question has been added to your survey you can edit by selecting Properties in the menu bar Please remember to add in the Email Address field to associate the record with a Lead/Contact, and make it required. Actions are performed when a form has been submitted Daniel Salter – Serversys Ltd
- 21. Embedding the Survey Option below is how you can embed the form into your website, you can copy and paste either of the options to which is most suited to you. Embed as Link: Copy and Paste Link into your website or blogpost to take user to live version Embed as iFrame: Copy and Paste code into your website, will insert it as an iFrame. This option does not use styling of the webpage you have placed them on Embed as Widget: When inserted into Webpage does use styling and takes on style of the webpage Testing the form: Once you have created the form, it is worth clicking on the Embed as link, and then selecting the URL shown. This will take you to a live version of the form, which you can test against an existing Contact records email address. Daniel Salter – Serversys Ltd
- 22. Viewing Contacts Posted Survey’s Go to Marketing >> Posted Surveys You will then come to the Active Posted Surveys view, these are ordered by Created date Below is a screenshot of how the Posted Survey looks, this list at the bottom displays what answers were selected by the Individual Daniel Salter – Serversys Ltd
- 23. Viewing Completed Survey Answers This shows you all the answers to all surveys taken by the users Go to Marketing >> Survey Answers You will now be in the Survey Answers view When you select one, you will be shown the survey taken and in the value column what the Contact answered Daniel Salter – Serversys Ltd
- 24. Form Captures A form is used to gather information about your Lead or Contact and then to map that information to their record. Or the user may not already exist in CRM so this can be used to create a new contact and place this additional information on it. Forms can be embedded into emails as links. Important: Create Email Address mapping to Email Address 1, this is so when the recipient enters their email address on a form it is checked whether it is already in CRM as a Lead or Contact. This will determine whether they are created as new Leads or Contacts Daniel Salter – Serversys Ltd
- 25. Nurture Programs Creating a Nurture Program, this is an automated marketing process also known as drip marketing to achieve the following:- Educate prospects about your product or service Build rapport with buyers Establish trust and credibility with your brand Keep your organization top-of-mind Help overcome objections during the buying process Save valuable sales resources Close a higher percentage of leads Daniel Salter – Serversys Ltd
- 26. Adding Custom Merge fields Adding custom entity data into an Email Template The Format Required to pull data from a different ${Recipient.lead.firstname[0]!""} Full information in the link below http://blog.clickdimensions.com/2011/10/merge-any-custom-or-standard-entity- data-into-clickdimensions-emails.html Format in Email Template for Event Entity ${Recipient.event.adx_startingdate[0]!""} - The Events Start Date ${Recipient.event.adx_name[0]!""} – The Event Name Part 1 Daniel Salter – Serversys Ltd
- 27. Associating the Entity In this example the entity will be the Event Go to the Email Send, and once you have associated the Email Template that includes the merge fields On the main nav bar select the down arrow next to the Email Sends name From the list select Connections. Part 2 Daniel Salter – Serversys Ltd
- 28. Connect an Event (..cont) Select Connect To Another Click on the magnify glass in the Name field Choose Event from the Look For box Select the Event this Email relates to and select and close You now see it in the Connections list before you go back to the main Email Send form Part 3 Daniel Salter – Serversys Ltd
- 29. Daniel Salter – Serversys Ltd